Getting started with Aico
- Logging into Aico for the First Time
- Creating your first journal
- Creating your first request
- Creating your first payment
- Creating your first Intercompany Invoice
- Working with Closing Tasks
Working with Journals
- An overview of Aico journals
- How to create a manual journal
- Create a journal by copying existing journals
- Import new journals from Excel
- How to import multiple journals from one Excel spreadsheet
- What are recurring journal entries?
- How to create Recurring Duplicate Journal entries
- How to create Recurring Allocation journal entries
- Create recurring journals with automatic reversals
- Reversing documents
- Import data to existing journals
- Export journals to e-binder
- Working with Reconciliations
- Basic settings in Aico documents
- Excel Support
- An overview of Aico Dashboards and Lists
- How to use lists in Aico
- How to use dashboards in Aico
- How to use charts in a dashboard
- Dashboards: Advanced Settings
- Manual closing tasks
Users and User Groups
- Overview of Users and User Groups
- Add user accounts
- Edit user account data
- Manage user groups
- Manage user roles
- Copying roles at the company level
- Copy user roles from individual users
- Create a user report
- Manage administrative user rights
- Super user mode
- Additional super user global admin rights
- User and User group export and import
- Value sets
- Currency Amount Groups
- Mail notifications
- Tax codes
- Users and User Groups
- Introducing Automation Manager
- Core Set Up
- Introducing task templates
- Creating task template details
- The Aico Document
- Aico document headers
- Preparer and Approver workflow settings
- Overriding parameters at a company level
- Master data export and import
- Set a custom schedule
- Dependent tasks in Aico
- How to use Smart tags in Aico
- How to add an attachment to a task template
- How to create a preparer start time
- Task Generation
- Administrative tasks
- Release notes
- Maintenance Schedule
- Support Alerts
Manually maintained value sets
Modified on Mon, 08 May 2023 at 03:50 PM
A value set is a predefined list of possible entries that a user can choose from a drop-down list when entering data into a header or row in an Aico document.
This article will deal with value sets that can be added and maintained manually by inputting values directly in Aico or, where there are a large number of values, by importing/exporting from an Excel spreadsheet.
How to create a new value set
There are two ways to create a value set:
We will go through each of these in turn.
Create a new value set from the Value Sets tab
Go to the Value Sets tab and click Create New
Now you have created your value set, you need to:
1. give the value set a name
2. press save
Now you will need to navigate to your newly created list.
3. Click on the Value Set drop-down list
4. Start typing in the name of your value set
You will be taken to an empty value set to populate. To fill in the new value set, click on Add new row (5) and save when done.
The fields should be filled in as below:
Description: Enter the value description.
Value: Set the value.
Validity Start date: Set the date when the validity starts.
Validity End date: Set the date when the validity ends.
Attribute 1, Attribute 2: Values are application-specific, meaning that their use depends on the value set.
For example, for the Priority list value set Attribute1 can contain the response time and Attribute2 can contain the resolution time.
Filter value: For example, if Account is set to be a value list, then the Profit Centre value list can be filtered so that only certain profit centre values are shown depending on the selected account value.
Sort value: Define in which order values are displayed in the drop-down list when they appear to the user or in the dashboard and list filters. For example, High, Medium and Low will appear in a list as High, Low, Medium if no sort order is configured.
Create a new value set from the Header Fields tab
In System manager, go to the Header Fields tab and click on the header or row to which you want to attach the Value set.
Please note, you can click anywhere in the row, but the cursor may not change to show the capability of selection. You can click anyway.
Go to the Value Sets tab in the Settings view and click Add Value Set.
Give the value set a name.
To add a new value, press Add new row button (1) in the bottom right and complete the row information. As a minimum, you need to add in:
- Description - give each value something meaningful to you and end users.
- Value - in this example, the numerical order of value relates to the escalation of risk, with 1 being the highest.
- Sort order - use this to present the information in a logical order for end users. If you do not add a Sort Order, the information will be presented alphabetically.
To delete a row, press the red cross (2) at the end of the row.
To save the changes, press the Save button (3).
Make sure that the Editor Type field on the Common tab is set to be a List.
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